Building tool kit

Building/re-building tool kit

Select the “Build Kit” link under the “Kit Management” business component.

The “Build Kit” page appears.

Note: To build a kit part, the Build option for the kit part must be flagged in the “Maintain Kit Composition” activity of the Part Administration component.

The system displays the following in the “Kit Details” group box.

Kit Build #

The number identifying the Build Kit or the Re-build Kit transaction.

The system generates the kit build # on the basis of the Numbering Type defined for the "Build Kit" transaction in the Document Numbering Class component.

If you are building / rebuilding the kit part for the first time, the transaction # appears after you have saved the “Build Kit” pushbutton.

Kit Operation

The action to be performed on kit parts, such a Build or Rebuild.

Status

The status of the kit build, such as Fresh, Allocated, Confirmed, Cancelled or Short closed.

Enter the following in the “Kit Details” group box.

Reference Details	Additional information related to the kit build document.
Kit Category	Use the drop-down list box to select the category of the kit part you want to build or rebuild. The drop-down list box displays the categories defined under Category For “Build Kit” in the Create Common Category activity of the Logistics Common Masters business component.
User Status	Use the drop-down list box to select the user status of the kit. The drop-down list displays the user statuses defined for the document type “Build / Break Kit” in the Logistics Common Master component.
Requested by	The code and name of the employee who requested for the kit. Help facility available
Kitted by	The code and name of the employee who assembled the kit. Help facility available

Enter the following for the kit in the “Warehouse & Part Details” .group box.

Warehouse #	The destination warehouse for the kit parts and the source warehouse for the kit constituents, Mandatory. Prerequisites for the selected warehouse The warehouse must be valid with an Active” status as defined in the Storage Administration component. The warehouse must be mapped to the “Build Kit” transaction. The login user must have rights to the warehouse. The warehouse must allow storage of parts of type “Kit”. The warehouse must allow the kit part with the stock status and condition that you are to specify. Help facility available
Kit Ownership	Use the drop-down list box to select the ownership of the kit part. The drop-down list box displays: Internal and Customer. Select, “Internal”, if the organization holds ownership of the kit. “Customer”, if a customer holds the ownership of the kit.
Ownership #	The number that identifies the owner of the kit part. This field is mandatory, if the owner of the kit is a customer. The customer # you specify must be valid as defined in the Customer document and its operational status must be set to “Active”. Help facility available
Kit Part #	The part # of the kit, Mandatory. The part you specify must be a valid part of part type “Kit” as defined in the Part Administration component. The part # must also have an “Active” planning status and its “Build “attribute enabled in the Part Administration component.
Kit Qty	The number of kit parts you wish to build.
Mfr. Part #	The part # of the kit as allotted by the manufacturer. The manufacturer part # must be valid as defined in the Part Administration component.
Mfr. #	The number that identifies the manufacturer of the kit.

Note: The kit part # and manufacturer part # combination must be valid as defined in the Part Administration component. Further, the manufacturer part # and manufacturer # combination must be valid for the kit part # as defined in the “Create Part Main Information” activity of the Part Administration component.

Stock Status

Use the drop-down list box to select the stock status of the kit, Mandatory. The drop-down list box displays all stock statuses associated with the kit part ownership.

The stock status of the kit part that you select must also be mapped to

The warehouse of the kit.
The “Build Kit” transaction

Condition

Use the drop-down list box to select the operational condition of the kit. The drop-down list box displays: New, Overhauled, Serviceable and Unserviceable.

Enter the following in the “Picking Options – Constituent Parts” group box.

Status

Use the drop-down list box to select the status of the constituent parts that must be picked for the kit. The drop-down list box displays: Any Stock Status and Kit Stock Status. Select,

Any Stock Status, to indicate that parts with any of the stock statuses mapped to the ownership of the kit can be allocated for the kit.
Kit Stock Status, to indicate that parts with stock status the same as the kit must be allocated for the kit.

Condition

Use the drop-down list box to select the condition of the constituent parts that must be picked for kit. The drop-down list box displays: Any Condition and Kit Condition. Select,

Any Condition, to indicate that parts with any of the conditions mapped to the ownership of the kit can be allocated for the kit.
Kit Condition, to indicate that parts with condition the same as the kit must be allocated for the kit.

Min. Expected Shelf Life

The period during which all the constituent parts of the kit part are valid for use.

Click the “Check Feasibility” pushbutton to know the number of kits that can be built with the stock available in the inventory.

On click of this pushbutton, a message shows the number of kits that can be built based on the following factors.

Picking options for constituent parts that specified by you.
Total free quantity of constituent parts and their alternate parts. However, alternate parts of the constituent parts are taken into consideration only if “Alternate Allowed?” is selected as "Yes" in the “Maintain Kit Composition” activity.
Order of preference between Alternate Stock Status and Direct alternate parts as defined in the Set Options activity of the Stock Demand Management component.
Select the “Kit Details” tab.

Note: If the kit operation is “Rebuild”, the Kit Details” tab page is displayed in a disabled state. (This indicates you cannot input any values in the tab page.)

Enter the following in the “Default Details” group box to default values for all the kit parts.

Zone #

The zone in the warehouse that is used to store the kit.

If the warehouse for the kit is of type “Normal”, it is mandatory to specify zone # here or n the “Kit Details” multiline. You can specify the zone # here, if the zone is the same for all the kit serial #s. On the contrary, you must not specify any zone #, if the warehouse is of type “Free”.

Note: The zone # must be valid for the warehouse as defined in the Storage Administration component.

Help facility available

Bin #

The bin of the zone in the warehouse that is used to store the kit. You can specify the bin # here or in the "Kit Details“ multiline. You can specify the bin # here, if the bin is the same for all the kit serial #s.

Note: The bin # must be valid for the zone # of the warehouse as defined in the Storage Administration component.

Help facility available

Enter the following in the “Kit Details” multiline.

Mfr. Serial #	The serial # of the kit as allotted by the manufacturer.
Mfr. Lot #	The lot # of the kit as allotted by the manufacturer.
Zone #	The zone in the warehouse that stores the kit. If the warehouse for the kit is of type “Normal”, it is mandatory to specify zone # here or in the “Default Details” multiline. On the contrary, you must not specify any zone #, if the warehouse is of type “Free”. Note: The zone # must be valid for the warehouse as defined in the Storage Administration component. Help facility available
Bin #	The bin of the zone in the warehouse that stores the kit. You can specify the bin # here or in the “Kit Details“ multiline. Note: The bin # must be valid for the zone # of the warehouse as defined in the Storage Administration component. Help facility available
Remarks	Any comments or additional information on the kit serial #

The “Kit Details” multiline displays the following.

Serial #	The serial # of the kit as generated by the system.
Lot #	The lot # of the kit as generated by the system.
Inspection Status	The inspection status of the kit, such as Pending, Inspected, Not Applicable or Hold. If the kit part does not require inspection as defined in the “Set Inventory Process Parameter” activity of the Logistics Common Master for the Inspection Category Build/Re-build transaction, this field displays “Not Applicable". However, if the Enforce Inspection attribute for the Build/Re-build transaction is set, this field displays “Required”.
Line Status	The status of the kit serial #, such as Fresh, Allocated, Confirmed, Canceled or Short closed.
Line #	The line # for the kit serial # generated by the system. This number is incremented with every serial #you add of the kit part in this activity.

Click the “Get Storage Details” pushbutton to retrieve bin and zone details for the kit part as define d in the Part Administration component.
Select the “Kit Constituent Details” tab.

This tab page enables you to enter details of constituent parts of the kit serial #. The system uses these details to source, allocate, and issue constituent parts towards the creation of the kit part # serial #. However, if you have selected the “Allocate Parts” check box, you may visit this tab page only after you have clicked the “Create Kit” pushbutton. You can then see details of constituent parts allocated to the kit part automatically by the system.

Enter the following in the “Kit Serial Information” group box.

Mfr. Serial #

Use the drop-down list box to select the serial # of the kit for which you are to record constituent details. The drop-down list box displays all the numbers available in the Mfr. Serial # column in the “Kit Details” multiline of the “Kit Details” tab.

The “Kit Serial Information” group box displays the following.

Line Status

The status of the kit serial #, such as Fresh, Allocated, Confirmed, Completed, Canceled or Short Closed.

Display Option

The display option will be one of the following

“All Constituents”, if the kit operation is “Build” or
“Incomplete Constituents”, if the kit operation is “Rebuild”.

The “Kit Constituent Details” multiline displays the following.

BOM Part #

The constituent part of the kit as defined in the “Maintain Kit Composition” activity.

Enter the following picking details for constituents in the “Kit Constituent Details” multiline.

Constituent Part #

The constituent part in the kit. The constituent part # must be the same as the BOM part #, if “Alternate Allowed?” set to “No” as defined in the Maintain Kit Composition” activity in the Part Administration” component. However, if “Alternate Allowed?” is “Yes”, the constituent part # must a valid alternate of the BOM part#.

Quantity

The numbers of constituent part in the kit. The quantity you specify must be greater than 0. You can enter a quantity in fraction, only if the stock UOM for the part allows a fractional value as defined in the Unit of Measurement component.

The quantity must be less than or equal to the quantity of the BOM part # specified in the “Maintain Kit Composition” activity in the Part Administration component. However, the quantity must be equal to the BOM part # quantity, if building of incomplete kit is not allowed.

The multiline displays the following.

Stock UOM

The unit of measurement of the constituent part.

In the “Kit Constituent Details” multiline, select the following for parts that must be issued towards the kit serial #.

Stock Status	The stock status of the constituent part of the kit. Use the drop-down list box to select the status of the kit, Mandatory. The drop-down list box displays all stock statuses associated with the part ownership. Note: The stock status you select must be mapped to the warehouse of the kit.
Condition	Use the drop-down list box to select the operational condition of the constituent part. The drop-down list box displays New, Overhauled, Serviceable and Unserviceable.
Serial #	The serial # of the constituent part.
Mfr. Serial #	The manufacturer serial #of the constituent part.

Note: The serial # and manufacturer serial # combination must be valid for the constituent part as defined in the Stock Maintenance component.

Lot #	The lot # of the constituent part that must be issued for creation of the kit.
Mfr. Lot #	The manufacturer lot # of the constituent part, which must be issued for creation of the kit.

Note: The lot # and manufacturer lot # combination must be valid for the constituent part as defined in the Stock Maintenance component.

Zone #	The zone of the warehouse from where the constituent parts are issued for creation of the kit serial #. The zone you specify here overrides the zone provided in the “Default Details” group box.
Bin #	The bin in the zone of the warehouse from where the constituent parts are issued for creation of the kit serial #. The bin you specify here overrides the bin you have provided in the “Default Details” group box.

Note: The zone # and bin # you specify must be valid as defined in the Storage Administration component.

Remarks

Any comments or additional information the constituent part.

Mfr. Constituent Part #

The manufacturer part # of the constituent part.

The part # you specify must be valid as defined in the Part Administration component.

Mfr. #

The number identifying the manufacturer of the part.

The manufacturer # is mandatory, if more than one part exists in the inventory for manufacturer part #.

Note: 1) The constituent part # and manufacturer constituent part # combination must be valid as defined in the Part Administration component. Further, the manufacturer part # and manufacturer constituent part # combination must be valid for the constituent part # as defined in the Part Administration component as well.

2) The Mfr. Constituent Part # and the Mfr. # are not displayed, if the Kit Build # - Kit Operation - Const. Part Mfr. Details (Show/Hide) option is set to “Hide” in the “Set Inventory Process Parameter” activity in the Logistics Common Master component

Expiry Date	The expiry date of the constituent part.
BOM Part Description	The BOM part description as available in the “Maintain Kit Composition” activity.
Constituent Part Description	The part description defined in the “Create Part Main Information” activity in the Part Administration component.
Part Control Type	The part control type of the constituent part, such as Lot Controlled, Serial Controlled or None.

Enter the following in the “Other Information” group box.

Remarks	Any comments or additional information on the constituents or the kit.
Cancellation Comments	Reasons for the cancellation of the kit. This field is mandatory only if you want to cancel the kit building process.

Enter the following in the “Additional Options” group box.

Allocate Parts

Select the check box, if you want the system to automatically allocate constituents to the kit part based on the pre-defined picking strategy for constituents. (Note: The picking strategy for parts is defined as part of Planning definition in the Part Administration component.) However, if the picking strategy for a constituent part is set to “Manual”, the system allocates the required quantities of constituent parts to the kit part on the basis of FIFO strategy.

By default, this box remains checked.

Allow Incomplete Kit?

Select the check box to create an incomplete kit. This means a kit can be created even if one or more of the constituents are allocated in less than requisite quantities.

Note: To disallow building of incomplete kits, do not select the ”Allow Incomplete Kit”.

Building/re-building kit parts

Click the “Build Kit” pushbutton.

The system performs the following on click of the “Build Kit” pushbutton

The system saves the kit build/kit re-build document/transaction and sets the status of the kit build document as well as that of all the kit serial #s to “Fresh”.
The constituent part details as defined in the “Maintain Kit Composition” activity are retrieved in the Kit Constituent Part Details tab page.
If the "Allocate" check box is selected, the system allocates constituent parts to the kit part serial on the basis of the picking strategy defined for the constituent part.
If the Allocate Parts check box is selected, the system allocates the constituent parts as indicated by the picking strategy defined in Part Administration component for the constituent part. To specify constituent details, do not select the “Allocate Parts” check box. However, you may specify details in the “Kit Constituent Details” tab only after building a kit part.
If “Allow Incomplete Kit?“ is checked, the system allows creation of the kit part serial # even if the required number of all the constituents for the kit as defined in the “Maintain Kit Composition” activity are not available in the warehouse. The kit build is confirmed by the system even if 1 quantity of a single constituent part is available in the inventory. However, if “Allow Incomplete Kit Build “ is not selected, the constituent parts and their quantities that you specify must strictly conform to the definition recorded in the “Maintain Kit Composition” activity.Sets the inspection status of the kit part to “Pending”, if the inspection category “Build/Re-build Kit” is set to “Enforce Inspection” in the Logistics Common Masters component. Otherwise, the inspection status becomes “Not Applicable”.
If you delete any kit serial # using the icon (available above the “Kit Details” multiline), the system deletes all details of its constituents. However, you can delete a kit serial # only if it is in “Fresh” status.

Confirming kit parts

Select a kit serial # in the “Kit Details” tab.
Click the “Confirm Allocation” pushbutton.

Note: The status (as indicated by the line status) of the kit serial # must not be Canceled”, “Short Closed”, “Allocated” or “Confirmed”.

For a kit serial #, the system processes in the following way:

Creates a cumulative stock issue for all the constituent parts in “Fresh” status. The attributes of the issue document are set as follows:
Issue Type = “Kit Issue”
Ref. Doc Type = “Build Kit”
Ref.Doc # = Kit Build #
If “Allow Incomplete Kit?“ is not selected, the system allows confirmation only if the required number of all the constituents as defined in the “Maintain Kit Composition” activity are allocated to the kit serial#. However, if “Allow Incomplete Kit Build “ is set to “Yes”, the kit build is confirmed even if 1 quantity of a single constituent part is allocated/available in the inventory.
The status of the kit build # is set on the basis of the kit serial #s. The kit build # status will be “Fresh”, “Allocated” or “Confirmed”, if all the kit serial #s hold “Fresh”, “Allocated” or “Confirmed” status. However, if the status of the kit serial #s is a mix of “Fresh”, “Allocated” and “Confirmed”, the status of the kit build # is set to “Fresh”.This means the kit build inherits the least of the statuses of the kit serial #s.

Completing kit parts

Click the “Complete Kit Build ” pushbutton.

Note: It is mandatory to record the Hazmat compliance information for kit parts, if the parameter ”Build/Re-build Kit” under category Hazmat Compliance is set to “Enforce Compliance” in the Set Inventory Process Parameters activity of the Logistics Common Master component. Similarly, it is mandatory to record inspection details for a kit part, if the parameter ”Build/Re-build Kit” under category Inspection is set to “Enforce Inspection”.

The system processes all the kit serial #s with “Allocated” status in the following way:-.

Sets the status of the stock issue of the constituent parts to “Confirmed”.
Sets the status of the stock return of the kit serial # to “Confirmed”, if all the constituent parts are successfully allocated for the kit serial #. Stock Return for the kit serial # in “Confirmed’ status is generated to indicate the kit is available in the inventory. However, this happens only for builds only when the kit operation is “Build”.
The status of the kit build # is set on the basis of the kit serial #s. The kit build # status will be “Fresh”, “Allocated” or “Confirmed”, if all the kit serial #s hold “Fresh”, “Allocated” or “Confirmed” status. However, if the status of the kit serial #s is a mix of “Fresh”, “Allocated” and “Confirmed”, the status of the ki build # is set to “Fresh”. This means the kit build inherits the least of the statuses of the kit serial #s.
If the “Allow Incomplete Kit” check box is selected, the kit part status is set to “Confirmed” even if there is a mismatch between BOM part requirements and constituent parts as defined in “Maintain Kit Composition” activity.
If the “Allow Incomplete Kit” check box is selected, the kit part status is set to “Confirmed” even if there is a mismatch between BOM part requirements as defined in “Maintain Kit Composition” activity and constituent parts .
If the kit serial # is shelf-life controlled, the expiry date is set to the earliest expiry date among its constituent parts.
If a constituent part is added to the kit, the cost of the kit needs to be increased. The system generates positive Stock Correction to increase the value of the kit.

Canceling kit parts

Click the “Cancel Kit Build” pushbutton.

Note: You cannot cancel a kit build/constituent part that is already in “Canceled”, “Short Closed” or “Confirmed” status.

When you cancel a kit serial # in “Allocated” status, its status becomes” Short Closed”.
The status of the a kit serial # becomes “Canceled”, if its status is “Fresh”.

The “Record Statistics” group box displays the following updated information.

Created by	The code and name of the employee who built the kit for the first time.
Created Date	The date on which the kit was built for the first time.
Last Modified by	The code and name of the employee who most recently modified the kit.
Last Modified Date	The date on which the kit was most recently modified.

To proceed

Select “Inquire Kit Feasibility” link to view deficit quantities of constituent parts for kit parts. You can also generate material requests for scarce parts.
Select “Record Inspection Details” link, to record inspection details for a kit part.

Note: You must record inspection details for a kit part, if Parameter Update? is set to Mandatory for the part in the part definition.

Select “Record Hazmat Compliance” link to record Hazmat compliance details for a kit part.

Note: You must record Hazmat compliance details for a kit part, if Parameter Update? is set to Mandatory for the part in the part definition.

Select “Upload Documents” link to upload kit part-related documents to the system.
Select “Generate Kit Constituent Report” link, to generate report on constituent parts for kits.
Select “Generate MMD Report” link, to generate Material Movement document for the kit parts.